Back to filter
Original filing (PDF)20251001073307NAL0012881041001
BACARELLA TRANSPORTATION SERVICES
Form 5500
FILING_RECEIVED
BACARELLA TRANSPORTATION SERVICES 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
168
Accounts w/ balance
218
Plan assets (EOY)
$14.2M
Net assets (EOY)
$14.2M
How this plan invests
This plan
11 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 48 bps in Schedule C fees — 66% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BACARELLA TRANSPORTATION SERVICES.
Plan sponsor
Name
BACARELLA TRANSPORTATION SERVICES
EIN
06-1048835
Address
12 COMMERCE DRIVE · SHELTON, CT · 06484
Phone
(203) 925-5905
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PKF OCONNOR DAVIES LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $21K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GYL FINANCIAL SYNERGIES | — | WEST HARTFORD, CT | INVESTMENT ADVISOR | $35K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PASI, LLC | — | FARMINGTON, CT | CONTRACT ADMIN | $12K | — |
Investments
14 direct securities · 11 pooled funds· $14.0M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$10.5M
11 holdings
Uncategorized
$3.5M
13 holdings
Mutual Funds
$44K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN CENTURY RD HYBRID 2025 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 081 | Common Collective Trust | — | $182K | $2.5M | 17.6% | |
| AMERICAN CENTURY RD HYBRID 2035 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 083 | Common Collective Trust | — | $127K | $1.8M | 12.9% | |
| AMERICAN CENTURY RD HYBRID 2030 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 082 | Common Collective Trust | — | $98K | $1.4M | 9.7% | |
| GG CIT III FOR METLIFE GAC 25554 CL GREAT GRAY · EIN 26-0142858 / PN 094 | Common Collective Trust | — | $50K | $1.1M | 7.5% | |
| Fidelity 500 Index | — | — | $5K | $1.0M | 7.3% | |
| AMERICAN CENTURY RD HYBRID 2050 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 086 | Common Collective Trust | — | $63K | $1.0M | 7.1% | |
| AMERICAN CENTURY RD HYBRID 2040 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 084 | Common Collective Trust | — | $64K | $958K | 6.8% | |
| AMERICAN CENTURY RD HYBRID 2045 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 085 | Common Collective Trust | — | $51K | $780K | 5.5% | |
| T. Rowe Price All-Cap Opportunities I | — | — | $5K | $381K | 2.7% | |
| AMERICAN CENTURY RD HYBRID IN RET C BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 079 | Common Collective Trust | — | $27K | $373K | 2.6% | |
| with maturities through 2029 | — | — | — | $367K | 2.6% | |
| AMERICAN CENTURY RD HYBRID 2055 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 087 | Common Collective Trust | — | $20K | $327K | 2.3% | |
| GROUP ANNUITY CONTRACT * Empower Investments Fixed Account - Series Class IV 2.20% | — | — | — | $296K | 2.1% | |
| JPMorgan U.S. Value R6 | — | — | $3K | $283K | 2.0% | |
| Fidelity Mid Cap Index | — | — | $8K | $263K | 1.9% | |
| AMERICAN CENTURY RD HYBRID 2060 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 088 | Common Collective Trust | — | $15K | $246K | 1.7% | |
| MFS International Growth R6 | — | — | $5K | $208K | 1.5% | |
| Fidelity Small Cap Index | — | — | $7K | $203K | 1.4% | |
| American Funds Bond Fund of America R6 | — | — | $14K | $153K | 1.1% | |
| Fidelity International Index | — | — | $2K | $109K | 0.8% | |
| Fidelity Advisor Real Estate Income Z | — | — | $7K | $80K | 0.6% | |
| AMERICAN CENTURY RD HYBRID 2065 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 089 | Common Collective Trust | — | $5K | $72K | 0.5% | |
| American Funds New World R6 599 | — | — | — | $46K | 0.3% | |
| S UNITS American Funds American Balanced R6 | Mutual Funds | — | $1K | $44K | 0.3% | |
| Blackrock High Yield Bond Portfolio K | — | — | $6K | $40K | 0.3% |
Related plans
Other plans using GYL FINANCIAL SYNERGIES
THE CHARLES SCHWAB CORPORATION
SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN
$8.9B · 32,145 participants
NUVANCE HEALTH
NUVANCE HEALTH 401(K) RETIREMENT SAVINGS PLAN
$1.2B · 10,383 participants
GILBANE INC.
GILBANE 401(K) & RETIREMENT PLAN
$1.0B · 3,592 participants
NUVANCE HEALTH
NUVANCE HEALTH 403(B) PLAN (F/K/A HEALTH QUEST SYSTEMS, INC. TAX DEFERRED ANNUITY PLAN)
$746.1M · 2,628 participants
FEDERATED HERMES, INC.
FEDERATED HERMES, INC. EMPLOYEES PROFIT SHARING / 401(K) PLAN
$693.5M · 1,461 participants
EXPONENT, INC.
EXPONENT INC. 401(K) SAVINGS PLAN
$616.3M · 1,067 participants
Similar-size Transportation & Warehousing plans
TAZMANIAN FREIGHT SYSTEMS, INC.
TAZMANIAN FREIGHT FORWARDING 401K PLAN
$14.0M · 207 participants
AXLE LOGISTICS, LLC
AXLE LOGISTICS 401(K) PLAN
$14.3M · 488 participants
SCANWELL LOGISTICS (NYC) INC.
SCANWELL LOGISTICS (NYC) INC. PROFIT SHARING PLAN
$13.9M · 78 participants
ARIES GLOBAL LOGISTICS, INC.
ARIES GLOBAL LOGISTICS, INC. 401(K) PLAN
$14.5M · 177 participants
R.L. SWEARER COMPANY, INC.
R.L. SWEARER COMPANY, INC. PROFIT SHARING PLAN
$13.8M · 34 participants
HECNY AMERICA, INC.
HECNY AMERICA, INC. 401(K) RETIREMENT PLAN
$13.7M · 101 participants
Large plans in Connecticut
RTX CORPORATION
RTX SAVINGS PLAN
$58.6B · 123,327 participants
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
$23.2B · 74,487 participants
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
$19.5B